Post Resch Tallon Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Post Resch Tallon Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.2M	Buy	21,133 +1,128	+6%	+$861K	11.11%	1
2026 Q2	$15M	Sell	20,005 -75	-0.4%	-$54.6K	10.36%	1
2026 Q1	$13.2M	Buy	20,080 +498	+3%	+$340K	10.68%	1
2025 Q4	$13.4M	Buy	19,582 +1,871	+11%	+$1.27M	11.33%	1
2025 Q3	$11.9M	Buy	17,711 +27	+0.2%	+$17.4K	10.49%	1
2025 Q2	$11M	Sell	17,684 -50	-0.3%	-$28.7K	10.58%	1
2025 Q1	$9.9M	Buy	17,734 +896	+5%	+$529K	10.12%	1
2024 Q4	$9.9M	Buy	+16,838	New	+$10M	9.52%	1

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Post Resch Tallon Group's IVV Position: Q3 2026 in Review

Post Resch Tallon Group increased its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q3 2026, buying an estimated $861K and bringing the position to 21,133 shares worth $16.2M. The position accounts for 11.11% of the portfolio, ranked #1.

Post Resch Tallon Group first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,632 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Post Resch Tallon Group held 21,133 shares of iShares Core S&P 500 ETF worth $16.2M as of Q3 2026.
Post Resch Tallon Group bought 1,128 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $861K.
iShares Core S&P 500 ETF made up 11.11% of Post Resch Tallon Group's portfolio in Q3 2026, its #1 holding.
Post Resch Tallon Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,632 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.